Episodios

  • Inside A Century In The Ag Business With Serres Ranch

    Inside A Century In The Ag Business With Serres Ranch
    Apr 8 2026
    Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County. A Farm Bureau Farm Family Of The Year, the Serres family has become a pillar of the community, with decades of business successes and lessons along the way.
    On the latest episode of Sonoma Wealth's life and finance podcast, It’s All Money, Sonoma Wealth Advisor Shelby Wirick and host Dano Weir sit down with Serres Ranch and Serres Corporation company officer Taylor Serres Murnig to learn:
    • The origins of their family’s agricultural business, dating back to 1924 right here in the Valley of the Moon.
    • Why growing grapes and blueberries require completely different approaches.
    • How Taylor re-frames the current status of the wine industry, beyond the headlines to the business opportunity in front of them.
    • The unique relationship between Serres Ranch’s agriculture and Serres Corporation’s construction enterprise.
    • What is it really like working with family?

    Learn more about Serres Ranch:
    Book a private wine tasting: https://www.serresranchwine.com/land
    https://serresranchblueberries.com/
    https://serrescorp.com/

    Book your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/

    Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ


    References: https://sonomafb.org/serres-family-2023/
    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    40 m
  • Are Taxes Crushing Your Gains?

    Are Taxes Crushing Your Gains?
    Mar 19 2026
    Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- proactive, year-round tax architecture designed to compound after-tax outcomes over a lifetime.

    What if there were tools your fiduciary financial advisor could offer, that provided proactive, year-round or years-long planning? Tools to chart optimal, long-term tax outcomes instead of a few deductions at the deadline?

    The answer to those questions can be found in the latest episode our podcast It's All Money with Sonoma Wealth's Marketing Director Dano Weir and Managing Principals Daren Blonski, CFP® AIF® and Chris Sipes, CFP® AIF®. Watch the episode and you'll discover:

    • Why your advisor might be just giving you "lazy money".
    • How a highly appreciated position you feel "stuck" in from capital gains could potentially be diversified.
    • Examining the inexplicable idea that it's possible to be making a gain while banking paper losses, at the same time.
    • How to exit rental property ownership while deferring capital gains on the property.
    • How a family of 12 who inherited an island (seriously!) used a 721 UpREIT to gain liquidity.
    We hope you enjoy and find value in this podcast episode.

    Book your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/

    Video available on our YouTube Channel: https://youtu.be/MKfqcd8IuLc

    References: https://www.pressdemocrat.com/2010/09/22/sonoma-county-tops-in-volunteering-2/

    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    54 m
  • What The Marine Corps Taught Me About Finance

    What The Marine Corps Taught Me About Finance
    Feb 25 2026
    Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States Marine Corps. But what could those very tenents also teach anyone, even you, about finance?
    Sonoma Wealth Advisor Gaetano Bettinelli joins our house podcast It’s All Money to share his story as a Former Captain in the Marine Corps in Logistics:
    • How and why he left home in Napa to attend the United States Naval Academy in Annapolis.

    • Why the reality of what people in the Marine Corps are really like may surprise you.

    • What his experience at the Leadership Laboratory can teach you about beginning your financial journey.

    • Why “brilliance in the basics” may be one of the most important financial principles he learned at The Basic School.

    • How his experience as a Logistics officer influences how he helps his clients today.

    We hope you enjoy this look at the unique background of one of our rising advisors at the firm. Learn more about Gaetano and all of our advisors here on our website: https://sonomawealthadvisors.com/about-us/our-team

    Book your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/

    Video available on our YouTube Channel: https://youtu.be/F8Th_SNninY


    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    35 m
  • Saving Torched Data With DriveSavers

    Saving Torched Data With DriveSavers
    Jan 20 2026
    It’s a Digital Age, no, it’s a Cloud Digital Age, no no, it’s an AI,Cloud, Digital Age where everything is saved forever and lives in your pocket, anytime you want.
    Until it breaks.
    Gets dropped in a lake.
    Hard drive with all your crypto goes click click click.
    Pirate hackers hold your business server hostage for ransom.
    Or unfortunately for many in California, a device with your digital life is lost in a wildfire.

    What then?

    Suddenly your technology problem crosses over to a financial problem. And that’s why we named the show “It’s All Money”.
    For every Apple store in the world that can’t fix an iPhone, for the preferred recovery partner for Dell Computers, and for an obscenely awesome list of celebrities like Harrison Ford, Bruce Willis, Metallica, Bob Weir, Jimmy Buffet and President Gerald Ford the answer to that ‘What then’ has been DriveSavers in Novato, CA.
    Host and Sonoma Wealth Marketing Director Dano Weir traveled to their headquarters in Bel Marin Keys to sit down with Head of Cyber Recovery Andy Maus and Director of Engineering Mike Cobb. Enjoy this fascinating conversation about the fragility of data storage, unbelievable recoveries for people who thought everything was lost and asking the question- is your *data* an asset in your persoanl and business financial plan?
    Learn more about DriveSavers here: https://drivesaversdatarecovery.com/
    Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/

    Video available on our YouTube Channel: https://youtu.be/ZiDkg0jdEoQ

    References:
    https://drivesaversdatarecovery.com/company/data-recovery-hall-of-fame/
    https://www.wired.com/2012/08/how-drivesavers-got-my-data-back/
    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    36 m
  • 10 Ways To Avoid The Inheritor’s Dilemma

    10 Ways To Avoid The Inheritor’s Dilemma
    Jan 6 2026
    Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing?
    Well...maybe.
    In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan?
    Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma:
    • Why are emotions the first piece to address in an inheritance plan?

    • What are the risks of co-mingling assets?

    • Does this mean you need professional tax help now?

    • What skills do you need to keep inheritances from becoming a ‘curse’?

    • What’s more valuable than ‘stuff’ ?

    We hope you enjoy this practical and grounded look at a complicated part of life.

    Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
    Video available on our YouTube Channel: https://youtu.be/_WECTSDfebk


    References
    https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/
    https://www.statista.com/statistics/296974/us-population-share-by-generation/?srsltid=AfmBOopU4fUfrw8KMLku4bNUy-P0JCKGNr-VzwKlooHwLvRFdqLqqBct
    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    57 m
  • How The Glen Ellen Star Won 12 Straight Michelin Bib’s

    How The Glen Ellen Star Won 12 Straight Michelin Bib’s
    Dec 16 2025
    Following an unbelievable 12th straight Michelin Bib Gourmand award, host Dano Weir had to track down Chef Ari Weiswasser and Managing Partner Spencer Waite of the Glen Ellen Star restaurant for an episode of It’s All Money. Just what is a Michelin Bib Gourmand award? How is it different from a Michelin Star? Awards are amazing, but they only happen with great food and great people. What early decisions and values both in and out of the kitchen have led to their business success? How did success at Glen Ellen Star lead to the opening of their second restaurant, Stella in Kenwood? ....and is a mystery third restaurant coming to Sonoma proper soon? How is opening a restaurant from scratch different than opening a restaurant with investors? How have changing food and labor costs over the past decade-plus shown up in the menu? How does having 1 night a week with no corkage actually result in more full tables? Whether you’ve been and loved the Glen Ellen Star or you’re looking to learn about it for the first time, we hope you find business insight and maybe get a little hungry from episode 28 of It’s All Money! Learn more about both restaurants here: https://www.glenellenstar.com/ https://www.stellakenwood.com/ Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel: https://youtu.be/cf8rv_FKqLU References: https://www.glenellenstar.com/ https://www.stellakenwood.com/ Credits: Host: Dano Weir Production: Fours Media Voiceover - Joan Elloway-Nash Music – Dr. Delight on Soundstripe ________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    1 h y 4 m
  • What The Gold?!

    What The Gold?!
    Nov 1 2025
    It’s one of the oldest "stocks" ever...GOLD. It’s over though, right? That’s the late-night TV infomercial stuff? Your grandpa had it in a safe but you’re living in the future and everything’s digital now? ...right? Then why’s it up 43% this year, and 105% in the last 5 years? Stock or not, shouldn’t your advisor be aware of an asset soaring like that? This week on It’s All Money, hosts Dano Weir and Daren Blonski CFP® sit down with Jason Bowman from Napa Gold and Silver, for an insider’s take on what’s happening in the precious metals market. What could be behind this meteoric rise? How long will it last? How is gold purchased? How is it held? When does a gold ETF make sense for a portfolio? If you have gold lying around, can you really turn it into cash? Wait, would you want to if you could? While you won’t find us giving out a 1-800 number any time soon, the rise in gold has been too significant to ignore. This educational episode aims to address the gains, and how or if it makes sense for a diversified portfolio. Learn more about Jason, here: Jason Bowman owner of Napa Gold and Silver https://napagoldandsilver.com/ If you’d like to learn how we help thousands of people retire and stay retired, take our Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ Audio also available on Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj Sources: https://seekingalpha.com/article/4828510-gold-miners-outperforming-ai-chip-stocks-this-year https://www.reuters.com/article/business/timeline-golds-history-as-a-currency-standard-idUSTRE6A71J1/ https://www.stlouisfed.org/open-vault/2022/oct/ghost-bretton-woods-global-economic-system https://www.presidency.ucsb.edu/documents/executive-order-11825-revocation-executive-orders-pertaining-the-regulation-the?tblci=GiBdY-MYH1-nD-WW6UXCXAtHBPIEdPpDc50r48qPeOICrCDKuWUow8jry8SFw-EvMLzYPQ https://goldprice.org/gold-price-history.html https://www.herobullion.com/are-olympic-medals-real-gold/#:~:text=Here's%20What%20Olympic%20Medals%20Are,treasure%20commemorating%20the%20Olympic%20games. _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    1 h y 10 m
  • Crypto Goes Legit?

    Crypto Goes Legit?
    Sep 27 2025
    First came seashells, then gold, then paper, and now, hold your breath, crypto.
    That last one is hard to swallow because of it’s mysterious, scandalous, and in one case truly unknown origin. But like it or not, crypto is becoming a part of the world outside your friend’s boyfriend’s cousin’s basement.
    On this episode of It’s All Money, Sonoma Wealth CEO Daren Blonski CFP® and Marketing Director Dano Weir look at the real-world proof that crypto is going legit.
    • Major trading firms which offer crypto investments.

    • Countries with strategic bitcoin reserves.

    • Crypto can now be equally considered as an asset for a mortgage.

    • What is the GENIUS act?

    • Athletes who’ve been paid in crypto.

    What’s the future hold? No one can say for sure. As a firm, it’s our job to watch trends in the industry and report back to you. Despite it’s history, crypto is showing more and more signs of legitimacy. We hope you found this episode at the very least educational.

    If you’d like to learn how we help thousands of people retire and stay retired, take our Free Wealth Analysis right here: https://sonomawealthadvisors.com/

    Video available on our YouTube Channel: https://youtu.be/yUPEVRtNF7M


    Sources:
    https://www.npr.org/2025/07/17/nx-s1-5451413/crypto-week-stablecoin-genius-act-trump

    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    20 m